BerganKDV Wealth Management’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $392 | Sell |
5
-3
| -38% | -$235 | ﹤0.01% | 832 |
|
|
2023
Q1 | $799 | Hold |
8
| – | – | ﹤0.01% | 930 |
|
|
2022
Q4 | $615 | Buy |
8
+5
| +167% | +$384 | ﹤0.01% | 934 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1078 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | -$1K | – | 1078 |
|
|
2022
Q1 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 972 |
|